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iShares Russell 2000 ETF
IWM

Overview Fund Activity

2,231 hedge funds and large institutions have $65.1B invested in iShares Russell 2000 ETF in 2024 Q3 according to their latest regulatory filings, with 218 funds opening new positions, 881 increasing their positions, 776 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,231
Holders Change
+89
Holders Change %
+4.15%
% of All Funds
32.27%
Holding in Top 10
184
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+17.95%
% of All Funds
2.66%
New
218
Increased
881
Reduced
776
Closed
102
Calls
$57.2B
Puts
$128B
Net Calls
-$70.8B
Net Calls Change
-$39.7B

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.37B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$537M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$320M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$292M
5
DCP
Durable Capital Partners
Maryland
+$261M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$585M
2
Citigroup
Citigroup
New York
-$579M
3
Barclays
Barclays
United Kingdom
-$411M
4
SG Americas Securities
SG Americas Securities
New York
-$284M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$164M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWCM
751
Godshalk Welsh Capital Management
Pennsylvania
$2.83M +$55.4K +251 +2%
AG
752
Algert Global
California
$2.82M +$605K +2,739 +27%
OCM
753
One Capital Management
California
$2.82M -$714K -3,234 -20%
Allspring Global Investments
754
Allspring Global Investments
North Carolina
$2.81M -$1.14M -5,169 -29%
CWG
755
Cornerstone Wealth Group
North Carolina
$2.81M -$8.84K -40 -0.3%
3IP
756
3Chopt Investment Partners
Virginia
$2.81M -$25.6K -116 -0.9%
BA
757
Bristlecone Advisors
Washington
$2.8M +$68.3K +309 +2%
ACM
758
AlphaStar Capital Management
North Carolina
$2.8M +$216K +980 +8%
LWANC
759
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.79M +$132K +596 +5%
BMCM
760
Bryn Mawr Capital Management
Pennsylvania
$2.78M -$51.9K -235 -2%
RIA
761
Regal Investment Advisors
Michigan
$2.77M -$206K -932 -7%
SQA
762
Simon Quick Advisors
New Jersey
$2.74M +$232K +1,050 +9%
LF
763
LifeSteps Financial
California
$2.74M -$81.1K -367 -3%
LIM
764
Leavell Investment Management
Alabama
$2.72M -$15.5K -70 -0.6%
AIFAIM
765
American Institute for Advanced Investment Management
Arizona
$2.7M -$87.7K -397 -3%
DC
766
Davenport & Co
Virginia
$2.7M -$261K -1,181 -9%
BFC
767
Bedel Financial Consulting
Indiana
$2.7M +$121K +549 +5%
MWM
768
Mission Wealth Management
California
$2.69M +$453K +2,051 +20%
AIMC
769
Alley Investment Management Company
Illinois
$2.69M +$621K +2,813 +30%
NEAM
770
New England Asset Management
Connecticut
$2.69M +$110K +500 +4%
LP
771
LGL Partners
Pennsylvania
$2.65M +$8.61K +39 +0.3%
ABC
772
Associated Banc-Corp
Wisconsin
$2.64M +$143K +649 +6%
GWMR
773
GC Wealth Management RIA
Massachusetts
$2.63M -$1.77K -8 -0.1%
LFAS
774
Level Four Advisory Services
Texas
$2.62M +$1M +4,599 +62%
FMWA
775
Forvis Mazars Wealth Advisors
Missouri
$2.62M +$19.7K +89 +0.8%
29 30
31
32 33